Case Study: Mutual of Omaha Investor Services helps clients see their full financial picture with Asset-Map

Why a Visual Plan is Worth a Thousand Words

The team at Mutual of Omaha Investor Services, led by Marty Higgins, was challenged to simplify their complex written financial plans for clients. They needed a more intuitive, visual way to present information that they had been creating manually through time-intensive mind maps. They discovered the solution with the vendor Asset-Map and its visual planning tools.

Asset-Map provided a simple and intuitive visual platform that replaced the manual process. The solution allowed the team to prepare for meetings faster, uncover hidden financial details for clients, and facilitate clearer conversations. Using Asset-Map's Discovery tool for prospecting resulted in significantly better engagement and feedback from employer 401(k) clients than previous methods.

Mutual of Omaha Investor Services

Marty Higgins

Mutual of Omaha Investor Services